2026: The Tax Law Tidal Wave

Join us for an informative class led by Craig Gingerich, CFP®, as we prepare for anticipated changes to the U.S. Tax Code in 2026. Understanding these potential adjustments is vital for effective tax planning, as they could significantly influence your financial strategies.

In this session, Craig will provide an overview of the upcoming tax law changes and discuss their implications for individuals and families. With only two years remaining before these new IRS rules are expected to take effect, it’s important to consider how to best prepare for these changes.

Craig will outline practical strategies to help you optimize your financial situation before the potential shifts in tax regulations occur. We will explore various tax planning techniques, including maximizing deductions, managing income levels, and utilizing tax-advantaged accounts.

Additionally, Craig will discuss the implications of these changes on investment strategies, retirement planning, and wealth transfer. By gaining insights into these strategies now, you can make informed decisions that align with your financial goals.

Join us to stay informed about the evolving tax landscape and to ensure you are well-prepared for the future. This class will equip you with valuable knowledge and practical advice to enhance your tax planning and overall financial strategy as we approach 2026.

Disclaimer:

Sage Rutty does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances.  To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials.  The information in these materials may change at any time and without notice.